Advertisement
Skip to Content
Morningstar

Delaware Real Estate Securities C IRSCX

Morningstar Analyst Rating
Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 17.00  /  0.58 %
  • Total Assets 180.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.950%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.82%
  • Turnover 43%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

Morningstar’s Analysis IRSCX

Will IRSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IRSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IRSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of IRSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Weakness in Delaware Real Estate Securities C's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor